Creative Planning
Position in FAB — First Trust Multi Cap Value AlphaDEX Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in FAB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,495 | 3,197 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $301,614 | 3,190 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $283,675 | 3,182 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,385 | 3,706 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,373 | 3,979 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $577,004 | 7,257 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||